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Will Marty Email & Phone Number
Relationship Manager
at
CIBC Private Wealth US
1 work email found
@brownadvisory.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager
Location
Washington, District of Columbia, United States
Company size
Who is Will Marty? Overview
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Quick answer
Will Marty is listed as Relationship Manager at CIBC Private Wealth US, a with 482 employees, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at brownadvisory.com and a matched LinkedIn profile for Will Marty.
Will Marty previously worked as Private Client Relationship Associate at Brown Advisory and Analyst at Genspring Family Offices. Will Marty holds Bachelor Of Arts - Ba from University Of Tennessee, Knoxville.
Company email context
Email format at CIBC Private Wealth US
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{first_initial}{last}@brownadvisory.com
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AeroLeads found 1 current-domain work email signal for Will Marty. Compare company email patterns before reaching out.
Profile bio
About Will Marty
Will Marty is a Relationship Manager at CIBC Private Wealth US. He possess expertise in returns, credit cards, expenses, sales, finance and 75 more skills.
Listed skills include Returns, Credit Cards, Expenses, Sales, and 76 others.
Current workplace
Will Marty's current company
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Cibc Private Wealth Us
6 roles
Will Marty work experience
A career timeline built from the work history available for this profile.
Private Client Relationship Associate
Analyst
Genspring Family Offices
-Proactively help support an office with a client load of around $1.2 billion assets under management by handling all management, trading in portfolios, account maintenance, and all other ad hoc requests as needed -Responsible for assisting in the coordination and delivery of GenSpring’s services to client families -Analyze complex financial information in order to prepare client deliverables which include: estate planning, financial planning, tax planning, risk management, retirement planning, philanthropy, and family governance and education -Prepare written estate plan summaries and diagrams using an Estate Financial Review Tool which calculates a client’s potential tax liability using various scenarios -Prepare client presentations that involve generating reports illustrating expenses, income, and assets and liabilities -Analyze and interpret data and reports involving linear investment returns and variable investment returns using Monte Carlo Simulations to assess client abilities to meet financial and estate planning objectives-Liaise and coordinate with outside professionals in the delivery of income tax information and the review of life, health, disability, long-term care and liability insurance packages
Associate
Morgan Keegan & Company, Inc.
-Responsible for the day-to-day account operations for over 350 clients-Research, gather, and coordinate financial data from multiple, external sources for inclusion in reports and presentations-Perform daily portfolio transactions including, but not limited to, the following: fixed income, equity, and option trades for client portfolios-Proactively identify ways to add value and enhance overall client experience-Assist in overall organization, time management, scheduling, and preparation for client meetings
Jan 2010 - May 2011
Financial Services Specialist
-Strengthened client relationships by identifying cross-sell opportunities through client profiling-Resolved customer issues through either direct action or referral to an alternative bank resource
Jul 2009 - Feb 2010
Investment Banking Intern
Morgan Keegan & Company, Inc.
May 2008 - Nov 2008
1 education record
Will Marty education
FAQ
Frequently asked questions about Will Marty
Quick answers generated from the profile data available on this page.
What company does Will Marty work for?
Will Marty works for CIBC Private Wealth US.
What is Will Marty's role at CIBC Private Wealth US?
Will Marty is listed as Relationship Manager at CIBC Private Wealth US.
What is Will Marty's email address?
AeroLeads has found 1 work email signal at @brownadvisory.com for Will Marty at CIBC Private Wealth US.
Where is Will Marty based?
Will Marty is based in Washington, District of Columbia, United States while working with CIBC Private Wealth US.
What companies has Will Marty worked for?
Will Marty has worked for Cibc Private Wealth Us, Brown Advisory, Genspring Family Offices, Morgan Keegan & Company, Inc., and Regions Financial Corporation.
How can I contact Will Marty?
You can use AeroLeads to view verified contact signals for Will Marty at CIBC Private Wealth US, including work email, phone, and LinkedIn data when available.
What schools did Will Marty attend?
Will Marty holds Bachelor Of Arts - Ba from University Of Tennessee, Knoxville.
What skills is Will Marty known for?
Will Marty is listed with skills including Returns, Credit Cards, Expenses, Sales, Finance, Financial Regulation, Business Administration, and Data Profiling.
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